Investment advisers in Chapel Hill, NC
17 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Truebridge Capital Partners | $11.24 billion | 43 | 0 |
| Franklin Street Advisors Inc. | $4.53 billion | 40 | 3 |
| Eton Advisors | $1.89 billion | 11 | 0 |
| Morgan Creek Capital Management, LLC | $1.79 billion | 29 | 0 |
| Delegate Advisors, LLC | $1.71 billion | 13 | 0 |
| Absher Wealth Management, LLC | $1.26 billion | 9 | 0 |
| Hamilton Point Investment Advisors, LLC | $1.21 billion | 12 | 0 |
| Atlantic Private Wealth, LLC | $894.0 million | 5 | 0 |
| Old Peak Finance | $714.1 million | 9 | 0 |
| Woodward Financial Advisors, Inc. | $641.5 million | 10 | 0 |
| Phoenix Wealth Advisors Inc. | $641.4 million | 8 | 0 |
| Hilltop Wealth Advisors, LLC | $635.5 million | 17 | 1 |
| Safe Harbor Family Capital, LLC | $613.9 million | 3 | 0 |
| Amphora Wealth Management, LLC | $196.2 million | 3 | 0 |
| Frazier Financial Consultants, LLC | $196.0 million | 3 | 0 |
| Tarheel Advisors, LLC | $137.8 million | 2 | 0 |
| Structural Solutions LLC | $133.0 million | 3 | 0 |